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Principal Securities’s Hershey HSY Stock Holding History

Principal Securities’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.59M Sell
12,475
-6,405
-34% -$1.35M 0.04% 409
2025
Q4 		$3.44M Buy
18,880
+1,586
+9% +$290K 0.05% 321
2025
Q3 		$3.23M Buy
17,294
+9,066
+110% +$1.65M 0.05% 319
2025
Q2 		$1.37M Buy
8,228
+2,221
+37% +$366K 0.03% 519
2025
Q1 		$1.02M Hold
6,007
– – 0.02% 549
2024
Q4 		$1.02M Buy
6,007
+520
+9% +$93.3K 0.02% 548
2024
Q3 		$1.05M Buy
5,487
+807
+17% +$157K 0.03% 513
2024
Q2 		$860K Buy
4,680
+1,907
+69% +$369K 0.02% 516
2024
Q1 		$539K Buy
2,773
+679
+32% +$131K 0.02% 631
2023
Q4 		$390K Buy
+2,094
New +$397K 0.01% 702

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Securities's HSY Position: Q1 2026 in Review

Principal Securities reduced its Hershey (HSY) stake by 34% in Q1 2026, selling an estimated $1.35M and leaving 12,475 shares worth $2.59M. The position accounts for 0.04% of the portfolio, ranked #409.

Principal Securities first reported a position in HSY in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.44M in Q4 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Principal Securities held 12,475 shares of Hershey worth $2.59M as of Q1 2026.
  • Principal Securities sold 6,405 Hershey shares in Q1 2026, an estimated $1.35M.
  • Hershey made up 0.04% of Principal Securities's portfolio in Q1 2026, its #409 holding.
  • Principal Securities first reported a position in Hershey in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Hershey position peaked at $3.44M in Q4 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.